Step 1 of 5 — Foundation

Let's get to know you.

Every legacy starts with a name and a vision. Tell us who you are so we can show up for you the right way.

First Name *

Last Name *

Email Address *

Phone Number

Business Name (if applicable)

City & State

How did you find Legacy House Consulting?

Step 2 of 5 — Clarity

Where are you right now?

Understanding your current stage allows us to meet you exactly where you are — not where someone thinks you should be.

Which best describes your business stage? *

Idea Stage I have a vision but haven't launched yet Clarity

Newly Launched In business less than 2 years Structure

Established Operating 2+ years, needs restructuring Strategy

Scaling Ready to grow, expand, or elevate Legacy

Your Industry

Industry / Niche *

Business Structure

Step 3 of 5 — Strategy

What's holding you back?

Be honest. This is a safe space. The more we understand your real challenges, the better we can serve you with precision.

What are your biggest challenges right now? *
Select all that apply

No clear structure Operating without systems or processes

Inconsistent revenue Feast or famine income cycles

Unclear brand / positioning Not sure how to stand out or communicate value

Legal / compliance gaps Not properly formed or protected

Offer clarity Unsure what to sell or how to price it

Scaling challenges Growing too fast or stuck at a plateau

In your own words, what do you most need help with right now? *

What does success look like for you 12 months from now?

Step 4 of 5 — Alignment

Are you ready to invest in your legacy?

Legacy House Consulting operates at a premium level. We want to make sure we're the right fit — and that you're ready to do the work.

What is your investment range for strategic consulting support? *

$1,500 — Tier 1 Foundation — Clarity work & CSSL entry plan

$2,500 — Tier 2 Structure — Systems, formation & operations

$4,500 — Tier 3 Strategy — Full strategic engagement & roadmap

$7,500+ — Tier 4 Legacy — Full-scale advisory & capital positioning

Timing & Readiness

When are you looking to start? *

Preferred discovery call format

Are you also interested in LLC formation or registered agent services?

LLC Formation Need to form my entity

Registered Agent Need ongoing agent service

Both Formation + agent service

Step 5 of 5 — Submission

Anything else we should know?

This is your space. Share anything that will help us come to your discovery call fully prepared and focused on you.

Is there anything else you'd like to share with us before your discovery call?

How did you hear about us? (Feel free to be specific)

Acknowledgment

I understand that submitting this intake form does not constitute an agreement for services. A member of the LHC team will review my information and reach out within 2–3 business days to schedule a discovery call. All information provided is confidential.

👑

You're in the House.

Your intake has been received. A member of the Legacy House Consulting team will be in touch within 2–3 business days to schedule your discovery call. In the meantime, rest knowing that your legacy is already in motion.

What happens next ✦ LHC reviews your intake in full
✦ We identify your CSSL entry point
✦ You receive a personalized discovery call invitation
✦ We show up — fully prepared — for you

Strategy Intake Form

Begin Your Legacy Here